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Client Relations Specialist

2 months ago

Wallingford, Connecticut, United States Zenith American Full time
Job Overview

Position Title: Client Relations Specialist Department: Client Services
Employment Type: Full-Time Grade: N/A
FLSA Status: Exempt Weekly Hours: 40
Region: East


Position Summary

The Client Relations Specialist collaborates with the Director of Client Relations to manage a designated portfolio of clients, ensuring effective fund management and serving as a primary point of contact for clients and vendors as directed by the Director. This role is designed for professional growth, allowing for an incremental increase in responsibilities.

“Access to Protected Health Information (PHI) and Personally Identifiable Information (PII) is limited to what is necessary for this role.”


Key Responsibilities

  • Stays informed on government filings and regulations that may impact company operations or client needs.
  • Organizes client meetings, including taking minutes and documenting key decisions from board sessions.
  • Oversees contracts and documentation, including client financial statements, Summary Plan Descriptions, and benefit communications, as directed by clients and legal counsel.
  • Aggregates monthly financial reports from the Finance Team and conducts thorough due diligence on the outputs.
  • Assists the Director of Client Relations in managing all facets of client relationships and account activities for assigned clients.
  • Maintains a thorough understanding of account strategies and specific client needs, while managing compliance calendars for each client.
  • Prepares for board meetings by compiling Administrative Reports.
  • Provides account management support through research for issue resolution.
  • Acts as a secondary liaison between the Boards of Trustees and the Benefit Funds Professionals, alongside Zenith Operations Staff.
  • Facilitates participant engagement initiatives, such as external retirement seminars, in support of the Director.
  • Assists in managing vendor relationships, including analysis and reporting for third-party vendors.
  • Maintains effective communication and strong working relationships.
  • Prepares and refines correspondence, presentations, and reports, including complex Excel documents, meeting notes, and other materials for internal or external distribution.
  • Responds to inquiries from clients, government entities, unions, participants, attorneys, consultants, and auditors, serving as a liaison between internal departments and clients.
  • Coordinates invoicing and expense reporting with the accounting department for clients or vendors, ensuring timely processing.
  • Performs additional duties as assigned.

Minimum Qualifications

  • Education
    • Associate's degree in a relevant business field.
  • Skills
    • Exceptional verbal and written communication abilities, including interpersonal and presentation skills.
    • Proficient in effective communication across all organizational levels.
    • Demonstrates professionalism, integrity, and a commitment to client satisfaction.
    • Strong team player with the ability to quickly gain the trust of clients and colleagues.
    • Highly motivated with a willingness to learn and grow.
    • Ability to exercise independent judgment, manage multiple priorities, and consistently deliver high-quality results.
    • Strong decision-making and organizational skills, optimizing resource use to meet multiple priorities.
    • Proficient in Microsoft Word, Excel, and Outlook; PowerPoint experience is a plus.
  • Other
    • Willingness to travel as required.


Preferred Qualifications

  • Bachelor's degree in Business Administration.
  • Experience in client relationship management.
  • Professional background with Taft-Hartley clients and plan professionals.
  • Experience in a healthcare setting or with third-party administrators.
  • Familiarity with Customer Relationship Management software such as Salesforce or Smartsheet.
  • Knowledge of third-party administrator operations and Taft-Hartley organizations.

*This job description is intended to provide a general overview of the position and is not exhaustive of all duties, responsibilities, or activities that may be required.


Working Conditions/Physical Requirements

  • Extended periods of sitting at a desk and working on a computer.
  • Regular travel across multiple states.
  • Potential for remote work.
  • Ability to lift up to 15 pounds occasionally.

Disability Accommodation

In accordance with the Americans with Disabilities Act (ADA) and applicable federal and state laws, Zenith American Solutions is committed to providing reasonable accommodations to qualified applicants or employees with disabilities, unless such accommodations would impose an undue hardship. Requests for reasonable accommodations apply to all employment aspects, including the application process.


Zenith American Solutions. Real People. Real Solutions. National Reach. Local Expertise.

We are looking for a skilled Client Relations Specialist who possesses the necessary skills, initiative, and personality to contribute positively to our team.

Zenith American Solutions is the largest independent Third Party Administrator in the United States, operating over 40 offices nationwide. Established in 1944, our organization was formed through the merger of Zenith Administrators and American Benefit Plan Administrators in 2011, enhancing our strength and capabilities.

We recognize the significance of a comprehensive benefits program for our employees and their families. Our total compensation package includes health, vision, and dental coverage, a 401(k) retirement savings plan with company match, paid time off (PTO), and numerous opportunities for professional growth.


* Zenith American Solutions is an Equal Opportunity Employer. We do not discriminate based on race, religion, color, sex, disability, gender identity, sexual orientation, age, national origin, pregnancy, parental status, veteran status, or any other legally protected status. All employment decisions are based on qualifications, merit, and business needs.